Personal Tax Season 
Items to Bring

Personal Tax ​Only

  • Rental Receipts
     

  •  Property Tax Statements
     

  •  Medical (expenses/ appointments)
    -Appointment confirmations
    -Pharmacy Prescription Statement
     

  •  Donation Receipts
    -must have a Registered Charity Number
     

  • Childcare Reciepts
    -must include Name of Care Provider, SIN or Business Number of provider, Name of the child receiving care and the address of the provider
     

  •  Political Contribution Receipts
     

  •  Investment Statements/Receipts-
    -Showing Adjusted Cost Base 
     

  • Professional or Union Dues
     

  • Tool Expense (apprentice mechanics,journeymen, etc.)
     

  •  Interest paid on Government Student Loans
     

  •  Moving Expenses
    -hotel/room rental, km’s travelled, meals receipts, House Sale/Purchase Receipts
     

  •  Office In-Home Expense Receipts
     

  • Employment Slips (T4)
     

  •  Tuition (T2202A) *slips must be printed off from school websites*
     

  •  RRSP contributions (T4RSP)
     

  •  Interest, Dividends and Mutual Funds (T3, T5, T5008)
     

  •  Employment Insurance (T4E)
     

  •  Old Age Security, CPP Benefits and other pensions and annuities (T4AOAS, T4AP, T4A)
     

  •  Social Assistance Payments or Worker’s Compensation Benefits (T5007)

Persons with Business & Self Employed Earnings

  • -Advertising
     

  • -Business Taxes
     

  • -Licenses, Memberships and Subscriptions
     

  • -Delivery/Freight
     

  • -Fuel Costs
     

  • -Insurance (except Life Insurance)
     

  • -Interest on Mortgage
     

  • -Bank Charges
     

  • -Meals and Entertainment
     

  • -Motor Vehicle Expenses (i.e. Repairs not monthly payments)
     

  • -Office Expenses (printers, printer ink, office supplies, etc.)
     

  • -Professional Fees (Legal/Accounting)
     

  • -Property Taxes
     

  • -Rent (land or residential)
     

  • -Repairs and Maintenance (House/Building)
     

  • -Travel Expenses (please provide a log)
     

  • -Utilities (Hydro, Water, etc)
     

  • -Phone & Internet Expense
     

  • -Any other expenses incurred that are related to your business.